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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,607 | $96,731-7.4% | $123,973-27.7% | $86,983+3.0% |
| Participation rate | 68.8% | 70.0%-1.3pp | 76.7%-7.9pp | 69.5%-0.8pp |
| Annual return | 13.75% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,126 | $3,297-65.8% | $4,126-72.7% | $2,584-56.4% |
| Participant deferral / active EE | $2,691 | $4,152-35.2% | $5,247-48.7% | $4,194-35.8% |
| Admin fee / account holder | $6,665 | $8,722-23.6% | $11,799-43.5% | $7,856-15.2% |